Accounting Advisory & Controllership Transformation (AACT) team members provide operational accounting, technical accounting, transaction and data analytics advisory across the entire business and investment lifecycle. Leveraging backgrounds in accounting, finance, audit, transaction advisory, operations and consulting, AACT team members provide holistic perspectives and capabilities to deliver unparalleled results within the Office of the CFO (OCFO) Practice.
The Senior Associate, AACT role at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Senior Associate is a key contributor within the OCFO practice, helping clients modernize financial operations through data-driven insights, innovative technology and scalable processes. and bring a strategic lens to support buyers and sellers through transactions and beyond. The Senior Associate will support engagements that enhance efficiency, accuracy and decision-making for clients facing complex financial, transactional and operational challenges. This person will support key initiatives, execute discrete workstreams, collaborate closely with senior leaders and interact directly with CFOs (and their respective multidimensional teams), sponsors and other key stakeholders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you.
Responsibilities
- Support client engagements across core controllership and finance operations, including the development of solutions across procure-to-pay, order-to-cash and record-to-report processes
- Support the engagement team advising clients through situational needs, such as first-time audit readiness, transactional accounting (acquisitions, divestitures, IPO and debt transactions) and complex technical accounting
- Conduct detailed financial analysis and assist in the deliverable preparation that informs client strategy and decision-making
- Draft clear and compelling reports outlining key takeaways
- Apply and interpret complex accounting guidance (ASC 606, ASC 805, ASC 842, GAAP, IFRS and SEC standards) under the direction of engagement leaders, translating technical conclusions into clear, actionable client recommendations
- Contribute to process design and technology-enabled solution implementation that improves reporting quality, controls, scalability and efficiency
- Develop data driven models, reports and dashboards leveraging tools such as Power BI, Tableau, Alteryx or Excel to deliver insights
- Collaborate with senior team members to evaluate client performance, diagnose root cause issues, identify improvement opportunities and prepare actionable recommendations
- Participate in client meetings, helping translate findings into actionable insights and supporting the execution of proposed solutions and building trusted relationships with management teams and sponsors
- Assist in the development of methodologies, templates and best practices that build the OCFO and TAS practices
- Collaborate closely with PI, VAL, TRS and IB colleagues
- Support internal trainings and best practice sharing
- Support business development and client relationship efforts
- Support talent acquisition and firm-building initiatives
- Contribute to a high-performing, inclusive and values-driven culture
Qualifications
- Bachelor’s degree in finance, accounting, business administration or a related field; advanced degree or professional certification (CFA, CA) preferred
- Active CPA license required
- Located in or willing to relocate to Chicago, Dallas, Houston, Los Angeles, New York or Philadelphia
- Invested in a team-based culture, motivated to collaborate in office four days per week and willing to travel to client sites as needed
- Four plus years of experience in financial consulting, advisory services or audit
- Exposure to transaction-driven or capital markets environments is a plus
- Strong understanding of GAAP accounting principles and financial reporting requirements, including practical experience with complex areas such as revenue, business combinations or financial instruments
- Experience in financial modeling and financial statements analysis as well as accounting treatments
- Experience with financial technologies and tools such as NetSuite, Sage Intacct, Microsoft Dynamics, Blackline and FloQast
- Experience leveraging technology and automation solutions (Power BI / Tableau, Power Automate, UI Path, Automation Anywhere) and interest in leveraging emerging technologies, including AI-enabled solutions, to transform finance functions
- Exposure to ASC 606, ASC 805 and ASC 842
- Superior written and verbal communication skills, including executive-ready presentation and reporting skills
- Proven ability to thrive in lean, fast-moving teams
- High attention to detail, responsiveness and ownership mindset
- Track record of success in high-pressure, client-facing environments
Skills Required
- Bachelor's degree in finance, accounting, business administration or related field
- Active CPA license
- Four plus years of experience in financial consulting, advisory services or audit
- Strong understanding of GAAP accounting principles
- Experience with financial modeling and financial statements analysis
- Experience leveraging technology and automation solutions (Power BI/Tableau)
- Superior written and verbal communication skills
What We Do
Portage Point is an elite boutique business advisory, interim management, investment banking and financial services firm that partners with companies and their stakeholders during periods of growth, complexity, transition and underperformance. We are an operationally oriented team encompassing a broad range of expertise built to maximize value and align stakeholder interests while guiding businesses through the most urgent and complex challenges ranging from performance improvement to accelerated transformation to complex financial restructuring
